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Legacy Financial Strategies, LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Financial Strategies, LLC on VIG, newest first. How the timeline and the estimate are built.

Legacy Financial Strategies, LLC held 4,518 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,518 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,054,148.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,518 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,068,992.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,517 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $971,482.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,517 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $992,702.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,516 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $974,478.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,515 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $924,161.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,515 shares
    Change vs previous 13F +115 shares

    0.19% of the 13F portfolio, value $875,937.

    13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,400 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $857,516.

    13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).